Performance Tables

FundSource produce monthly performance tables for over 950 funds that are available for investment in New Zealand.

Below we have included exerts of the KiwiSaver universe of funds we survey as at 31 October 2017 . 

You can purchase our full monthly performance tables here.

Click here to view our performance methodology, rating methodology and disclaimer.

KiwiSaver Currency - New Zealand Dollar Fund

New Zealand Dollar Funds invest the majority of their assets in money market instruments that are denominated or hedged in New Zealand Dollar.   

NZ KiwiSaver: Currency - NZ Dollar

1m

Rank 

3m

1Yr

Rank 

3Yr

5Yr

Exit 
Price

Fund Size

 Star Rating

AMP KiwiSaver Cash

0.19

7/14 0.54 2.13 11/14 2.79 3.03 1.48 82.21

ANZ Default KiwiSaver Cash Plus

0.20

3/14 0.55 2.26 8/14 2.72 2.87 1.41 4.74

ANZ Kiwisaver Cash

0.20

4/14 0.56 2.29 7/14 2.78 2.91 1.32 355.12

ANZ OneAnswer Kiwisaver Cash Plus

0.19

6/14 0.54 2.17 10/14 2.64 2.78 1.37 36.84

Aon KiwiSaver ANZ Cash

0.15

13/14 0.53 1.89 14/14 2.31 2.43 15.20

3.85

Aon KiwiSaver Nikko Cash

0.18

10/14 0.66 2.29 6/14 2.73 2.89 14.23 1.61

ASB KiwiSaver Schemes NZ Cash

0.18

9/14 0.52 2.05 13/14 2.71 2.88 1.44 419.91

BNZ KiwiSaver Cash

0.21

2/14 0.59 2.46 4/14 2.68   1.14 128.72

Fisher TWO KiwiSaver Preservation

0.22

1/14 0.62 2.54 2/14 2.76 3.01 2851.50 27.24

Kiwi Wealth KiwiSaver Cash

0.00

14/14 0.70 2.76 1/14 3.12 3.32   62.68

Mercer KiwiSaver Scheme Cash

0.18

12/14 0.52 2.05 12/14 2.69 2.87   15.80


SuperLife NZ Cash

0.18

11/14 0.61 2.49 3/14 2.98 3.26 1513.13  

SuperLife NZ Cash ETF

0.19

5/14 0.60 2.42 5/14     1058.12  

-

Westpac KiwiSaver Cash

0.19

8/14 0.55 2.23 9/14 2.74 2.87 1.38 318.54

NZ KiwiSaver: Currency - New Zealand Dollar Sector Average

0.11

  0.54 1.98   2.40 2.59    

 

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KiwiSaver Diversified Balanced Fund

Diversified Balanced Funds invest in a mixture of asset classes but with the proportion invested in each being approximately the same.

NZ KiwiSaver: Diversified Balanced

1m

Rank 

3m

1Yr

Rank 

3Yr

5Yr

Exit
Price

Fund Size

 Star Rating

AMP KiwiSaver ANZ Balanced Plus

2.34

12/36

4.57

13.79

6/36

9.35

11.08

2.03

231.42

AMP KiwiSaver ASB Balanced

2.21

19/36

3.71

11.50

18/36

   

 

4.01

-

AMP KiwiSaver Fisher Balanced

1.86

25/36

3.34

9.94

32/36

8.36

8.90

1.80

37.59

AMP KiwiSaver Lifesteps AMP Balanced

2.61

7/36

4.85

12.89

10/36

7.16

8.68

1.68

864.06

AMP KiwiSaver Lifesteps AMP Moderate Balanced

2.21

18/36

4.14

10.74

23/36

6.51

7.80

1.65

590.27

KiwiSaver Nikko Balanced

2.51

9/36

4.92

12.43

13/36

10.62

10.85

1.82

45.07

AMP KiwiSaver Responsible Investment Balanced

2.27

16/36

3.96

11.00

20/36

   

 

4.10

-

ANZ Default KiwiSaver Balanced

1.85

26/36

3.71

10.46

31/36

7.58

9.12

1.73

111.47

ANZ Default KiwiSaver Balanced Growth

2.29

14/36

4.64

13.73

7/36

8.87

10.85

1.75

121.10

ANZ Kiwisaver Balanced

1.83

27/36

3.70

10.49

30/36

7.63

9.50

1.80

1891.43

ANZ Kiwisaver Balanced Growth

2.29

13/36

4.64

13.63

8/36

8.90

11.31

1.86

1614.28

ANZ Kiwisaver Conservative Balanced

1.38

34/36

2.79

7.53

36/36

6.39

7.71

1.74

880.46

ANZ OneAnswer Kiwisaver Balanced

1.83

28/36

3.71

10.57

28/36

7.71

9.60

1.83

502.52

ANZ OneAnswer Kiwisaver Conservative Balanced

1.38

33/36

2.81

7.55

35/36

6.37

7.72

1.75

161.11

Aon KiwiSaver ANZ Balanced

1.67

31/36

3.46

10.63

25/36

7.49

9.20

24.96

29.44

Aon Russell LifePoints 2025

1.88

24/36

3.93

10.50

29/36

8.14

9.77

9.09

19.08

Aon Russell LifePoints 2035

2.76

6/36

5.51

14.75

4/36

9.83

11.81

9.11

18.06

Aon Russell LifePoints Balanced

2.91

4/36

5.76

15.0

2/36

9.94

11.53

9.39

122.89

Aon Russell LifePoints Moderate

2.02

22/36

4.18

10.71

24/36

8.21

9.38

9.65

20.54

ASB KiwiSaver Schemes Balanced

2.28

15/36

4.31

13.29

9/36

9.13

10.32

1.82

1161.12

BNZ KiwiSaver Balanced

2.22

17/36

4.30

12.75

12/36

8.58

 

1.46

258.67

BNZ KiwiSaver Moderate

1.67

30/36

3.34

9.91

33/36

7.37

 

1.38

326.90

Booster KiwiSaver Scheme Balanced

2.42

10/36

4.48

11.32

19/36

7.53

7.93

1.74

400.28

Booster KiwiSaver Scheme Socially Responsible Investment Balanced

2.36

11/36

4.28

10.99

21/36

8.03

 

1.32

31.68

Craigs IP kiwiSTART QuayStreet Balanced

4.01

1/36

7.03

12.88

11/36

8.48

8.74

1.80

176.58

Craigs IP kiwiSTART QuayStreet Balanced SRI

3.73

2/36

6.32

11.86

16/36

6.65

8.23

1.77

35.54

Fisher TWO Kiwisaver Balanced

2.14

21/36

4.07

10.79

22/36

7.95

8.60

4903.11

644.32

Kiwi Wealth KiwiSaver Balanced

0.00

36/36

5.23

14.77

3/36

7.37

10.01

 

986.26

Mercer KiwiSaver Scheme Balanced

1.98

23/36

3.84

11.68

17/36

8.67

9.91

 

321.62

Mercer KiwiSaver Scheme Growth

2.61

8/36

5.07

15.75

1/36

   

 

60.34

Milford KiwiSaver Balanced

2.83

5/36

5.05

13.85

5/36

10.33

12.32

2.11

184.55

Simplicity KiwiSaver Balanced

1.62

32/36

3.08

10.60 27/36     

1.08

47.74

-

SuperLife 60

2.19

20/36

3.63

12.32

14/36

8.87

9.55

2133.51

 

SuperLife Ethica

3.42

3/36

5.86

10.62

26/36

10.02

9.94

2137.32

 

Westpac KiwiSaver Balanced

1.69

29/36

3.99

12.00

15/36

8.34

9.40

1.76

1274.03

Westpac KiwiSaver Moderate

1.16

35/36

2.76

8.07

34/36

6.54

 

1.24

269.71

NZ KiwiSaver: Diversified Balanced Sector Average

1.74

 

3.84

10.48

 

7.61

8.83

 

 

 

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KiwiSaver Diversified Defensive Fund

Diversified Defensive Fund invest in a mixture of asset classes but with the greater proportion of assets being invested in fixed interest securities. 

NZ KiwiSaver: Diversified Defensive

1m

Rank 

3m

1Yr

 Rank

3Yr

5Yr

Exit
Price

Fund Size

 Star Rating

AMP KiwiSaver AMP Default

1.20

13/38

2.39

6.49

17/38

5.37

5.87

1.63

1381.08

AMP KiwiSaver ANZ Conservative

0.69

33/38

1.53

4.31

35/38

   

 

3.01

-

AMP KiwiSaver ASB Moderate

1.36

8/38

2.47

7.83

5/38

   

 

0.99

-

AMP KiwiSaver Income Generator

0.78

30/38

1.74

6.50

16/38

   

 

2.00

-

AMP KiwiSaver Lifesteps AMP Conservative

1.30

10/38

2.53

6.35

18/38

5.01

5.69

1.73

329.93

AMP KiwiSaver Lifesteps AMP Moderate

1.84

1/38

3.47

8.90

2/38

5.82

6.86

1.68

422.00

AMP KiwiSaver Nikko AM Conservative

0.97

22/38

2.36

5.63

23/38

   

 

1.36

-

ANZ Default KiwiSaver Conservative

1.05

20/38

2.06

4.93

30/38

5.43

6.04

1.69

1058.80

ANZ Default KiwiSaver Conservative Balanced

1.38

7/38

2.78

7.46

8/38

6.34

7.45

1.71

35.21

ANZ Kiwisaver Conservative

0.95

24/38

1.92

4.77

33/38

5.17

5.92

1.66

697.52

ANZ OneAnswer Kiwisaver Conservative

0.95

23/38

1.94

4.84

31/38

5.21

5.96

1.68

412.91

Aon Russell LifePoints 2015

1.21

12/38

2.74

6.75

12/38

6.59

7.68

9.21

4.88

Aon Russell LifePoints Conservative

1.21

11/38

2.74

6.75

14/38

6.52

7.28

9.64

75.60

ASB KiwiSaver Schemes Conservative (default)

0.91

26/38

1.83

5.82

22/38

5.72

5.95

1.73

3583.02


ASB KiwiSaver Schemes Moderate

1.59

3/38

2.98

8.99

1/38

7.31

7.95

1.79

1343.10

BNZ KiwiSaver Conservative (Default)

1.08

19/38

2.27

6.75

13/38

5.79

 

1.29

483.62

Booster KiwiSaver Scheme Asset Class Conservative

1.47

6/38

2.60

7.50

7/38

5.81

 

3.63

16.95

Booster KiwiSaver Scheme Capital Guaranteed

0.42

35/38

0.90

2.74

37/38

2.67

 

1.09

46.05

Booster KiwiSaver Scheme Default Saver

1.17

15/38

2.17

5.23

28/38

5.40

 

1.20

47.37

Booster KiwiSaver Scheme Moderate

1.48

5/38

2.76

6.54

15/38

5.73

5.46

1.68

137.37

Craigs IP kiwiSTART QuayStreet Conservative

1.72

2/38

3.05

6.99

10/38

6.15

6.09

1.68

67.95

Craigs IP kiwiSTART QuayStreet Income

0.74

32/38

1.22

5.28

27/38

   

1.10

99.10

-

Fisher KiwiSaver Conservative

1.17

16/38

2.02

5.13

29/38

5.67

6.30

1.56

590.25


Fisher TWO KiwiSaver Cash Enhanced

0.93

25/38

1.89

5.33

26/38

5.75

5.85

1.70

730.46

Fisher TWO KiwiSaver Conservative

1.113

18/38

2.20

6.06

19/38

5.94

6.18

1.77

129.17

Generate KiwiSaver Scheme Conservative

0.63

34/38

1.78

4.81

32/38

6.74

 

1.27

109.31

Kiwi Wealth KiwiSaver CashPlus

0.00

36/38

0.82

2.70

38/38

3.27

3.38

 

29.88

Kiwi Wealth KiwiSaver Conservative

0.00

37/38

2.72

6.82

11/38

5.21

5.93

 

344.30

Kiwi Wealth KiwiSaver Default

0.00

38/38

2.72

7.44

9/38

5.49

 

 

31.74

Lifestages Kiwisaver Capital Stable

1.18

14/38

2.20

5.56

24/38

4.47

4.88

 

 

Lifestages Kiwisaver Income

0.84

28/38

2.26

3.04

36/38

   

 

 

-

Mercer KiwiSaver Scheme Conservative

0.98

21/38

2.01

5.99

20/38

6.04

6.68

 

1084.42

Mercer KiwiSaver Scheme Moderate

1.34

9/38

2.67

8.03

4/38

   

 

64.82

-

Milford KiwiSaver Conservative

1.55

4/38

2.64

8.39

3/38

7.65

10.27 

1.64

40.60

Simplicity KiwiSaver Conservative

0.77

31/38

1.56

4.49 34/38    

1.05

11.50

-

SuperLife 30

1.14

17/38

2.11

7.60

6/38

6.72

6.88

1570.37

 

Westpac KiwiSaver Conservative

0.86

27/38

2.05

5.86

21/38

5.57

5.94

1.65

2272.99

Westpac KiwiSaver Default

0.80

29/38

1.94

5.39

25/38

5.34

 

1.19

137.30

NZ KiwiSaver: Diversified Defensive Sector Average

0.59

 

1.93

5.29

 

5.06

5.50

 

 

 

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KiwiSaver Diversified Growth Fund

Diversified Growth Funds invest in a mixture of asset classes. Such a mix will generally include two or more of - equities, fixed interest securities, property, hedge funds and structured products, as well as cash.  They will generally target a larger percentage of exposure towards equities investing a minimum of 60% of assets within equities and the remainder in a combination of fixed interest securities, property, hedge funds and structured products. 

NZ KiwiSaver: Diversified Growth

1m

 Rank

3m

1Yr

 Rank

3Yr

5Yr

Exit
Price

Fund Size

 Star Rating

AMP KiwiSaver ANZ Growth

2.69

29/35

4.52

14.86

26/35

   

 

5.64

-

AMP KiwiSaver ASB Growth

2.77

24/35

4.45

14.94

25/35

   

 

3.75

-

AMP KiwiSaver Lifesteps AMP Aggressive

3.72

8/35

6.86

18.89

6/35

8.94

11.21

1.57

284.14

AMP KiwiSaver Lifesteps AMP Growth

3.35

14/35

6.25

16.88

16/35

8.30

10.26

1.61

667.21

AMP KiwiSaver Nikko AM Growth

2.67

30/35

5.15

13.29

33/35

   

 

3.01

-

ANZ Default KiwiSaver Growth

2.76

26/35

5.59

16.74

19/35

9.98

12.50

1.76

106.49

ANZ Kiwisaver Growth

2.74

27/35

5.58

16.71

20/35

10.03

13.01

1.89

2532.29

ANZ OneAnswer KiwiSaver Balanced Growth

2.29

33/35

4.67

13.76

30/35

8.94

11.39

1.88

447.37

ANZ OneAnswer Kiwisaver Growth

2.73

28/35

5.59

16.81

17/35

10.14

13.11

1.91

345.75

Aon KiwiSaver Milford Active Growth

3.07

19/35

5.95

13.02

34/35

11.45

13.43

3.27

129.96

Aon KiwiSaver Nikko Balanced

2.54

31/35

4.95

12.10

35/35

9.74

10.19

18.43

8.42

Aon Russell LifePoints 2045

3.42

13/35

6.71

18.07

10/35

11.11

13.51

8.94

16.24

Aon Russell LifePoints Growth

3.54

11/35

6.93

18.28

9/35

11.15

13.16

9.42

35.95

ASB KiwiSaver Schemes Growth

2.77

25/35

5.22

17.03

14/35

10.74

12.49

1.82

1386.38

BNZ KiwiSaver Growth

2.86

22/35

5.43

16.75

18/35

10.01

 

1.56

250.09

Booster KiwiSaver Scheme Asset Class Growth

3.65

10/35

6.72

19.52

4/35

9.15

 

8.80

53.60

Booster KiwiSaver Scheme Balanced Growth

3.09

18/35

5.77

14.76

28/35

8.78

9.64

1.72

231.02

Booster KiwiSaver Scheme Geared Growth

5.34

2/35

9.82

25.24

1/35

12.44

13.36

2.15

11.23

Booster KiwiSaver Scheme High Growth

3.72

7/35

6.95

17.71

11/35

9.71

11.33

1.56

192.92

Booster KiwiSaver Scheme Socially Responsible Investment Growth

3.72

9/35

6.76

17.69

13/35

10.10

9.86

1.77

32.82

Craigs IP kiwiSTART QuayStreet Growth

5.48

1/35

9.68

16.96

15/35

9.78

9.94

1.88

167.95


Fisher KiwiSaver Growth

3.05

20/35

5.68

14.98

24/35

9.92

11.92

2.02

1476.48

Fisher TWO KiwiSaver Growth

2.86

23/35

5.40

14.39

29/35

9.25

10.38

1.75

290.64

Generate KiwiSaver Scheme Focused Growth

5.10

3/35

8.66

24.66

2/35

12.26

 

1.59

283.04

Generate KiwiSaver Scheme Growth

3.54

12/35

6.30

17.71

12/35

11.09

 

1.51

229.16

Kiwi Wealth KiwiSaver Growth

0.00

35/35

7.69

22.84

3/35

9.23

13.90

 

814.65


Lifestages Kiwisaver Growth

3.88

5/35

6.68

15.68

23/35

8.98

10.00

 

 

Lifestages Kiwisaver Income

4.46

4/35

7.79

18.54

8/35

   

 

 

-

Mercer KiwiSaver Scheme High Growth

3.14

15/35

6.18

18.81

7/35

11.68

13.19

 

141.81

Milford AON Kiwisaver

3.12

16/35

6.06

13.62

31/35

12.17

 

3.30

130.66

-

Milford KiwiSaver Active Growth

3.11

17/35

6.04

13.60

32/35

12.10

14.19

3.29

814.07

Simplicity KiwiSaver Growth

2.41

32/35

4.58

16.56 21/35     

1.15

180.21

-

SuperLife 100

3.82

6/35

6.19

19.073

5/35

10.94

 

1521.21

 

SuperLife 80

2.92

21/35

4.79

15.88

22/35

10.13

 

1438.40

 

Westpac KiwiSaver Growth

1.99

34/35

4.81

14.76

27/35

9.73

11.12

1.81

995.91

NZ KiwiSaver: Diversified Growth Sector Average

2.64

 

5.58

15.25

 

9.54

10.88

 

 

 

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KiwiSaver Equity Australasia Fund

Equity Australasia Funds invest the majority of their assets in Australian and New Zealand equities.

NZ KiwiSaver: Equity - Australasia

1m

Rank 

3m

1Yr

Rank 

3Yr

5Yr

Exit
Price

Fund Size

 Star Rating

AMP KiwiSaver Australasian Shares

2.99

3/4

5.35

15.88

2/4

   

 

0.90

-

ANZ OneAnswer Kiwisaver Australasian Share

2.86

4/4

6.62

15.66

3/4

12.61

15.73

1.86

27.26

-

Booster KiwiSaver Scheme Trans-Tasman Share

4.03

2/4

6.92

16.91

1/4

9.35

6.47

1.51

6.78

-

Craigs IP kiwiSTART QuayStreet Altum

6.65

1/4

12.65

12.10

4/4

11.69   

1.40

47.85

-

NZ KiwiSaver: Equity - Australasia Sector Average

4.13

 

7.92

15.44

 

9.79

11.72

 

 

 

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KiwiSaver Equity Australia Fund

Equity Australia Funds invest the majority of their assets in Australian equities. 

NZ KiwiSaver: Equity - Australia

1m

Rank 

3m

1Yr

Rank 

3Yr

5Yr

Exit
Price

Fund Size

 Star Rating

Craigs IP kiwiSTART QuayStreet Australian Equity

5.41

7/7

5.77

10.73

7/7

6.17

6.75

1.48

49.81

-

SuperLife Australian Dividend ETF

5.87

5/7

7.57

18.49

6/7

   

1049.30

 

-

SuperLife Australian Financials ETF

5.94

4/7

7.57

22.27

3/7

   

1184.72

 

-

SuperLife Australian Mid Cap ETF

8.78

1/7

11.91

26.74

2/7

   

1556.60

 

-

SuperLife Australian Resources ETF

7.90

2/7

15.99

29.25

1/7

   

1383.39

 

-

SuperLife Australian Shares

6.70

3/7

9.59

21.84

4/7

11.76

7.37

1337.39

 

-

SuperLife Australian Top 20 ETF

5.76

6/7

7.40

20.06

5/7

   

1153.16

 

-

NZ KiwiSaver Equity - Australia Sector Average

1.60

 

4.06

6.50

 

5.21

6.68

 

 

 

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KiwiSaver Equity New Zealand Fund

Equity New Zealand Funds invest the majority of their assets in New Zealand equities. 

NZ KiwiSaver: Equity - New Zealand

1m

 Rank

3m

1Yr

Rank 

3Yr

5Yr

Exit
Price

Fund Size

 Star Rating

Craigs IP kiwiSTART QuayStreet New Zealand Equity

3.12

2/6

7.41

18.53

3/5

15.67

16.20

2.446

52.00

-

SuperLife NZ Dividend ETF

-0.58

6/6

0.05

9.11

4/5

   

1342.92

 

-

SuperLife NZ Mid Cap ETF

5.94

1/6

11.48

32.47

1/5

   

1600.09

 

-

SuperLife NZ Shares

0.36

4/6

0.57

       

2346.13

 

-

SuperLife NZ Top 10 ETF

-0.10

5/6

2.08

8.23

5/5

   

1335.35

 

-

SuperLife NZ Top 50 ETF

2.99

3/6

6.55

20.35

2/5

   

1466.36

 

-

NZ KiwiSaver: Equity - New Zealand Sector Average

0.82

 

3.75

11.79

 

13.43

14.66

 

 

 

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KiwiSaver Equity Global Fund

Equity Global Funds invest the majority of their assets in global equities. 

NZ KiwiSaver: Equity - Global

1m

Rank 

3m

1Yr

Rank 

3Yr

5Yr

Exit
Price

Fund Size

 Star Rating

AMP KiwiSaver International Shares

4.85

6/16

7.03

23.01

8/16

   

 

1.56

-

AMP KiwiSaver Passive International Shares

4.60

8/16

6.91

22.35

9/16

   

 

1.49

-

ANZ OneAnswer Kiwisaver International Share

6.77

4/16

13.48

30.38

1/16

14.40

16.62

1.92

45.99

ANZ OneAnswer Kiwisaver Sustainable International Share

6.47

5/16

11.22

25.75

4/16

10.59

12.96

1.81

7.27

Booster KiwiSaver Scheme International Share

4.68

7/16

8.66

23.44

6/16

11.12

14.14

1.97

10.97

Craigs IP kiwiSTART QuayStreet International Equity

7.61

2/16

13.86

25.70

5/16

11.46

11.78

1.97

217.17

Fisher TWO KiwiSaver Equity

4.13

9/16

7.79

19.92

16/16

10.69

12.12

4464.52

95.78

Mercer KiwiSaver Scheme Shares

3.99

10/16

8.06

23.21

7/16

   

 

15.54

-

SuperLife Overseas Shares

7.07

3/16

12.91

26.54

2/16

12.93

15.17

1686.07

 

SuperLife Overseas Shares Currency Hedged

2.05

16/16

2.62

21.69

10/16

11.27

15.21

1890.83

 

SuperLife Total World ETF

7.64

1/16

13.47

26.34

3/16

   

1154.35

 

-

Westpac Kiwisaver Capital Protection Plan 1

2.82

11/16

6.47

21.21

15/16

11.89

14.09

2.46

12.72

Westpac Kiwisaver Capital Protection Plan 2

2.82

12/16

6.47

21.21

14/16

11.89

14.09

2.21

10.46

Westpac Kiwisaver Capital Protection Plan 3

2.82

14/16

6.47

21.22

12/16

11.89

14.10

2.12

16.41

Westpac Kiwisaver Capital Protection Plan 4

2.82

13/16

6.48

21.22

11/16

11.89

14.09

2.19

23.41

Westpac Kiwisaver Capital Protection Plan 5

2.82

15/16

6.47

21.21

13/16

11.90

 

1.90

19.39

NZ KiwiSaver: Equity -  Global Sector Average

3.21

 

7.26

21.21

 

11.54

13.67

 

 

 

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KiwiSaver Equity Other Fund

Equity Other funds invest the majority of their assets in equities.

NZ KiwiSaver: Equity - Other

1m

Rank 

3m

1Yr

 Rank

3Yr

5Yr

Exit
Price

Fund Size

 Star Rating

SuperLife US 500 ETF

8.18

2/5

14.03

26.11

3/5

 

 

1191.29

 

-

SuperLife US Large Growth ETF

8.43

1/5

13.52

28.19

1/5

   

1156.48

 

-

SuperLife US Large Value ETF

7.83

3/5

14.41

24.64

4/5

   

1225.09

 

-

SuperLife US Mid Cap ETF

7.18

4/5

11.90

23.74

5/5

   

1098.87

 

-

SuperLife US Small ETF

7.12

5/5

13.79

27.58

2/5

   

1125.50 

 

-

  

 

 

 

 

 

 

 

 

 

 

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KiwiSaver Equity Regional

Equity Regional funds invest the majority in a pre-specified region.

NZ KiwiSaver: Equity - Regional

1m

 Rank

3m

1Yr

 Rank

3Yr

5Yr

Exit
Price

Fund Size

 Star Rating

SuperLife Asia Pacific ETF

9.75

1/4

14.83

24.06

4/4

 

 

1171.80

 

-

SuperLife Emerging Markets

7.66

3/4

13.67

24.89

2/4

9.36

7.79

1145.56

 

-

SuperLife Emerging Markets ETF

8.83

2/4

14.94

24.23

3/4

   

1162.31

 

-

SuperLife Europe ETF

5.50

4/4

11.95

29.17

1/4

   

1009.55

 

-

 

 

 

 

 

 

 

 

 

 

 

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KiwiSaver Fixed Interest Global

Fixed Interest Global funds invest the majority of their assets in global fixed interest securities.

NZ KiwiSaver: Fixed Int - Global

1m

Rank 

3m

1Yr

 Rank

3Yr

5Yr

Exit
Price

Fund Size

 Star Rating

AMP KiwiSaver International Fixed Interest

-0.31

7/8

0.60

0.75

6/8

   

 

0.42

-

ANZ OneAnswer Kiwisaver International Fixed Interest

0.34

3/8

0.70

0.50

7/8

3.81

4.07

1.68

2.44

-

Booster KiwiSaver Scheme Options

0.95

1/8

1.22

-1.22

8/8

8.45

 

1.26

92.38

-

Craigs IP kiwiSTART QuayStreet Fixed interest

0.73

2/8

1.44

4.16

2/8

5.02

4.59

1.32

164.16

-

SuperLife Global Bond ETF

0.26

5/8

1.05

20.80

1/8

   

1089.79

 

-

SuperLife Income

0.12

6/8

0.66

2.97

4/8

4.70

 

1261.87

 

-

SuperLife Overseas Bonds

0.28

4/8

1.06

3.14

3/8

5.02

5.41

1905.59

 

-

SuperLife Overseas Non-Government Bonds

-0.64

8/8

-0.67

1.24

5/8

4.09

5.58

1930.79

 

-

NZ KiwiSaver: Fixed Int -  Global Sector Average

0.14

 

0.73

0.31

 

5.18

4.82

 

 

 

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KiwiSaver Fixed Interest New Zealand Dollar

Fixed Interest New Zealand funds invest the majority of their assets in New Zealand fixed interest securities.

NZ KiwiSaver: Fixed Int - New Zealand Dollar

1m

Rank 

3m

1Yr

 Rank

3Yr

5Yr

Exit
Price

Fund Size

 Star Rating

AMP KiwiSaver New Zealand Fixed Interest

0.32

3/5

0.96

2.31

2/5

   

 

0.45

-

ANZ OneAnswer Kiwisaver NZ Fixed Interest

0.57

1/5

1.06

2.06

3/5

4.93

3.71

1.67

6.76

-

Booster KiwiSaver Scheme Enhanced Income

0.15

5/5

0.43

1.72

4/5

2.40

2.74

1.49

18.50

-

SuperLife NZ Bond ETF

0.19

4/5

0.60

1.58

5/5

   

1058.12

 

-

SuperLife NZ Bonds

0.44

2/5

1.14

3.90

1/5

5.27

5.09

1928.19

 

-

NZ KiwiSaver: Fixed Int -  New Zealand Dollar Sector Average

0.28

 

0.82

1.79

 

3.72

3.25

 

 

 

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KiwiSaver Property Global

Property Gobal funds invest the majority of their assets in global property such as physical property as well as property shares.

NZ KiwiSaver: Property - Global

1m

Rank 

3m

1Yr

 Rank

3Yr

5Yr

Exit
Price

Fund Size

 Star Rating

AMP KiwiSaver Property

1.09

3/4

1.78

4.43

4/4

   

 

1.26

-

ANZ OneAnswer Kiwisaver International Property

-0.47

4/4

-0.19

4.79

3/4

5.22

9.71

1.35

8.26

-

SuperLife Australian Property ETF

4.31

1/4

9.55

17.09

1/4

   

1184.79

 

-

SuperLife Property

2.37

2/4

4.96

10.15

2/4

8.79

10.33

1550.40

 

-

NZ KiwiSaver: Property -  Global Sector Average

0.13

 

2.33

3.35

 

7.16

10.20

 

 

 

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KiwiSaver Property New Zealand

Property New Zealand funds invest the majority of their assets in New Zealand property such as physical property as well as property shares.

NZ KiwiSaver: Property - New Zealand

1m

 Rank

3m

1Yr

 Rank

3Yr

5Yr

Exit
Price

Fund Size

 Star Rating

ANZ OneAnswer Kiwisaver Australasian Property

-0.14

2/2

0.92

2.92

2/2

10.16

11.37

1.76

17.36

-

SuperLife NZ Property ETF

0.46

1/2

1.24

4.32

1/2

   

1123.96

 

-

NZ KiwiSaver: Property - New Zealand Sector Average

-0.07

 

0.85

2.28

 

9.19

9.59

 

16.88

 

 

Performance Methodology 

FundSource calculates performances with all figures rounded to four decimal places on an 'Exit to Exit' price basis, assuming investors are long term investors, with all distributions reinvested at ex-distribution prices. FundSource statistics are structured so similar type funds are grouped together with an appropriate asset class index. Fund performances are expressed net of fees and gross of tax. All performance returns for periods over one year are annualised.

Star Rating Methodology

FundSource star ratings are a comparison between funds investing in assets with similar characteristics using a return measure that has been adjusted for risk. The star ratings are purely quantitative and use the most recent 36 months of performance data. The funds in a sector are ranked according to their risk-adjusted return. The top and bottom 15% earn 5 stars and 1 star respectively, the next top and bottom 20% earn 4 stars and 2 stars, and the middle 30% earn 3 stars. In this way the variability of performance return is considered. So where two funds in the same sector earn similar returns, but one is more volatile than the other, the more volatile fund is likely to get a lower star rating than the other. Alternatively, where two funds have similar volatility but one earns higher returns than the other, the fund with the higher return is likely to get a higher star rating. 

Investment entities with less than a three year history have no rating. Funds in sectors with less than 10 constituents are not rated. Star ratings do not include any qualitative analysis. While it is helpful to consider how volatile a fund has been in the past, it is also important to consider more forward looking qualitative
elements such as analysis of the portfolio manager and the process they use in managing a fund.

Disclaimer: Performance shown is on an after fees, before tax basis, and distributions are assumed to be reinvested. Where available, tax credits are added back into the fund’s unit price for the period specified. Performance returns over one year have been annualized. Australian fund returns are in NZ dollar terms but Australian fund exit prices are in A$ as are fund sizes. The exit price shown is that applicable on the last market day of the month. The standard deviation reflects the volatility of a unit’s price over the previous three years by showing how widely the range of returns for the unit varies for the denoted point in time, but also reflect the fact that the fund manager was not able to send us data in time for the report.

Past performance is not necessarily a guide to future performance. Any representation or statement expressed in this document is made in good faith on the basis that FundSource Limited is not able to be liable of such representation or statement. FundSource does not guarantee the accuracy of third-party information used to calculate investment returns. This information should not be relied upon as a substitute for detailed advice from a professional financial adviser.

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